Pan-Asia Catalysts/Events, Quiddity Advisors

David Blennerhassett

HK Type 4 license through Ballingal Investment Advisors Ltd. 

I'm a highly experienced sell-side analyst with in excess of 22 years of covering Asia Pacific equities, the past 19 years immersed in event strategies encompassing M&A risk arbitrage, directional long/short, stub trades and restructuring.  

My background also includes accountancy (liquidation/bankruptcy/receivership) earlier in my career and as a chief financial officer of a global commodity company based in the US and Mexico.

Pan-Asia Catalysts/Events

Australia Banks - Insolvencies Data to 30 June 2025 Suggest Weak and Worsening Credit Metrics.

ZEEKR (ZK US): Widening Scrip Spread Ahead Of Geely EGM Vote

Statistical Arbitrage in Focus as Westpac (WBC AU) Runs Ahead of Peers

Zeekr (ZK US): Minorities Have Limited Options Amid Geely's Low-Balled Offer

Quiddity Advisors

Event-Driven

<ul>
<li>Back on the 7th May, <strong><a href="https://www.smartkarma.com/entities/geely-automobile-holdings-ltd" target="_blank" data-smartkarma-citation="entities:127:1" rel="noopener">Geely Auto (175 HK)</a></strong>, China’s second-largest carmaker, made a US$25.66/ADS non-binding proposal for 62.8%-held <strong><a href="https://www.smartkarma.com/entities/zeekr-intelligent-technology-holding" target="_blank" data-smartkarma-citation="entities:36785:1" rel="noopener">ZEEKR (ZK US)</a></strong>, a premium Chinese electric vehicle manufacturer</li>
<li>Yesterday, Geely tweaked and firmed terms at US$26.87/ADS, a 4.7% bump to the original NBIO, and ~3.4% below ZEEKR's last close.  ZEEKR promptly gained 2.4% on the news.</li>
<li>ZEEKR shareholders also have the option to receive Geely scrip. Given Geely's and Li Shufu's (10.61%) holdings - neither are required to abstain on voting - this Offer is done. </li>
</ul>


Back on the 7th May, Geely Auto (175 HK), China’s second-largest carmaker, made a US$25.66/ADS non-binding proposal for 62.8%-held ZEEKR (ZK US), a premium Chinese electric vehicle manufacturer
Yesterday, Geely tweaked and firmed terms at US$26.87/ADS, a 4.7% bump to the original NBIO, and ~3.4% below ZEEKR's last close.  ZEEKR promptly gained 2.4% on the news.
ZEEKR shareholders also have the option to receive Geely scrip. Given Geely's and Li Shufu's (10.61%) holdings - neither are required to abstain on voting - this Offer is done. 


Contemporary Amperex Technology (CATL) (300750 CH)

ZEEKR (ZK US): Geely Firms Low-Balled Offer. It Is What It Is